StockDriftsStockDriftsTop 50 Brady Martz Wealth Solutions, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 10.65% | 429.3K | $70.5M | +3.21%(+13.34K) | $130.76(+29.69%) | 2026-06-30 | |
| SCHV | SCHWAB STRATEGIC TR | 5.96% | 1.13M | $39.5M | -0.07%(-811) | $26.43(+32.42%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 3.48% | 681.1K | $23.0M | -0.57%(-3.90K) | $26.96(+32.71%) | 2026-06-30 | |
| BSVO | EA SERIES TRUST | 3.44% | 780.1K | $22.8M | +0.13%(+1.01K) | $21.03(+41.87%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 3.08% | 346.0K | $20.4M | +4.36%(+14.44K) | $59.34(-1.64%) | 2026-06-30 | |
| AVDV | AMERICAN CENTY ETF TR | 3% | 192.8K | $19.9M | -0.24%(-461) | $75.86(+44.73%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 2.95% | 616.2K | $19.5M | -0.63%(-3.90K) | $27.75(+23.56%) | 2026-06-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 2.51% | 347.8K | $16.6M | +1.94%(+6.62K) | $47.58(-0.34%) | 2026-06-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 2.39% | 379.3K | $15.8M | +5.03%(+18.15K) | $34.99(+21.87%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 2.39% | 42.7K | $15.8M | -4.14%(-1.85K) | $303.68(+25.80%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +23.74% |
| Top 20 Holdings Unweighted | — | — | — | — | +22.56% |
Brady Martz Wealth Solutions, LLC reports $662.01M in US-listed equity holdings across 228 positions in its most recent 13F filing. Its largest disclosed positions are ITOT (10.7%), SCHV (6.0%) and SCHG (3.5%). The top 20 holdings account for 57.55% of reported assets. Its disclosed equity book has returned +23.74% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Brady Martz Wealth Solutions, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2049470). View Brady Martz Wealth Solutions, LLC’s 13F filings on SEC